For the year ended March 31 (in thousands of dollars)

Statement of changes in net assets attributable to beneficiaries of estates and trusts
Change in net assetsClient trustsMinorsLitigantsDeceased estatesCemetery trustsForfeited corporate assetsCorporate trustsLand titlesTotal
Balance at March 31, 2023

1,176,551

492,182

623,930

298,930

31,849

28,099

796

3,926

2,656,263

Change in net assets attributable to beneficiaries before undernoted:

51,939

23,350

15,724

(12,170)

2,233

95

(33)

137

81,275

Client capital contributions during the year

324,731

83,675

176,074

90,038

1,524

70

11

N/A

764,120

Client capital distributions during the year

(276,901)

(73,414)

(213,095)

(64,796)

(1,245)

N/A

(284)

N/A

(629,735)

Funds escheated to the Crown (15)

N/A

N/A

(1,334)

N/A

(24,779)

N/A

N/A

N/A

(26,113)

Change in net assets attributable to beneficiaries

99,769

33,611

(21,297)

11,738

2,512

(24,614)

(306)

137

101,550

Balance at March 31, 2024

1,276,320

525,793

602,633

310,668

34,361

3,485

490

4,063

2,757,813

Change in net assets attributable to beneficiaries before undernoted:

78,524

28,742

17,001

(7,874)

3,621

(55)

N/A

149

120,108

Client capital contributions during the year

299,536

79,616

168,052

92,436

1,828

189

1

N/A

641,658

Client capital distributions during the year

(235,112)

(71,629)

(147,256)

(55,761)

(1,747)

N/A

N/A

(7)

(511,512)

Funds escheated to the Crown (15)

N/A

N/A

N/A

(1,135)

N/A

(112)

N/A

N/A

(1,247)

Change in net assets attributable to beneficiaries

142,948

36,729

37,797

27,666

3,702

22

1

142

249,007

Balance at March 31, 2025

1,419,268

562,522

640,430

338,334

38,063

3,507

491

4,205

$3,006,820

The accompanying notes are an integral part of these financial statements.